
Is Semtech Stock Overvalued At $80?
Semtech (SMTC) stock has dropped by 17.7% in under a month, decreasing from $96.30 on March 2, 2026, to $79.21 currently. What is in store for the future?

Semtech (SMTC) stock has dropped by 17.7% in under a month, decreasing from $96.30 on March 2, 2026, to $79.21 currently. What is in store for the future?

SMTC tops Q4 estimates as revenues rise 9% on strong data center demand, though margins decline amid higher expenses.

Stock futures are pointed cautiously higher this morning, as Wall Street looks past resurgent oil prices

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech to Participate in the 38th Annual ROTH Conference.

Semtech Corporation (SMTC) Q4 2026 Earnings Call Transcript

While the top- and bottom-line numbers for Semtech (SMTC) give a sense of how the business performed in the quarter ended January 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Semtech (SMTC) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.4 per share a year ago.

Chipmaker Semtech edged above estimates for its fiscal Q4 and guided higher than views for the current quarter. But Semtech stock fell.

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces Fourth Quarter and Fiscal Year 2026 Results.

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, today announced a family of 224Gbps per lane Transimpedance Amplifiers (TIAs) and Mach-Zehnder Modulator (MZM) drivers for half retimed (LRO), LPO, XPO, Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) interconnect applications. The new CEI-224G-Linear and LPO-MSA compliant devices enable 8.

US stock futures edged higher ahead of a busy week for policy decisions and corporate earnings, with investors tracking several notable companies before and after Monday's session. The Federal Reserve's rate decision and fresh inflation data later in the week add to a backdrop of volatile energy markets and heightened geopolitical risk.

Semtech Corporation (NASDAQ: SMTC) will release earnings results for its fourth quarter, after the closing bell on Monday, March 16.

Semtech Corporation (NASDAQ: SMTC) will release earnings on March 16. Analysts expect 43 cents per share, with a revenue of $273.2 million. SMTC shares rose 1.7% on Friday. Analysts have rated the company positively with an accuracy rate of 79-82%.

U.S. stock futures rose on Monday following Friday's lower close. Futures of the major benchmark indices were higher.

Alliancebernstein L.P. boosted its holdings in Semtech Corporation (NASDAQ: SMTC) by 8.7% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,607,697 shares of the semiconductor company's stock after buying an additional 289,313 shares during the quarter. Alliancebernstein L.P. owned approximately 4.16%

Nine of the portfolio's 10 equity sectors made a positive impact on performance, with Health Care, Industrials, and Materials making the largest positive contributions. Palvella's shares appreciated significantly in 2025 as investors grew more confident in the company's pipeline following a grant from the FDA, patent wins, and a positive Phase II readout. Impinj is a long time holding in the portfolio with a very large total addressable market expansion opportunity, a strong patent portfolio, and an increasingly diversified customer base.

Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, will present live demonstrations of its portfolio of high-speed integrated circuits (ICs) at OFC 2026, booth #1812. Demonstrations will span 224G and 448G solutions for AI and data center interconnect applications, as well as XGS-PON (10 Gigabit Symmetrical Passive Optical Network) solutions for n.

Get a deeper insight into the potential performance of Semtech (SMTC) for the quarter ended January 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Fieldview Capital Management LLC purchased a new stake in Semtech Corporation (NASDAQ: SMTC) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 7,887 shares of the semiconductor company's stock, valued at approximately $564,000. Other hedge funds and other institutional investors have also recently